Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 1060 | 12,050,975,120 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JB HUNT TRANSPORT SERVICES INC | COMMON STOCK | 2951 | $336,984 | 1,687 | 0.00 | 1,687 | +Inf | 12-31-2023 | |
| ISHARES 0-5 YEAR INVESTMENT GR | EXCHANGE TRADED FUND | 2952 | $335,202 | 6,813 | 0.00 | 0.00 | -5,802 | -45.99 | 12-31-2023 |
| ISHARES MSCI EAFE SMALL-CAP ET | EXCHANGE TRADED FUND | 2953 | $334,064 | 5,397 | 0.00 | 0.00 | -5,835 | -51.95 | 12-31-2023 |
| ASSURANT INC | COMMON STOCK | 2954 | $332,370 | 1,973 | 0.00 | 1,973 | +Inf | 12-31-2023 |
